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Sargent Bickham Lagudis’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sargent Bickham Lagudis’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$14.5M Sell
75,766
-853
-1% -$164K 1.19% 20
2022
Q3 		$13.8M Sell
76,619
-5,362
-7% -$1.07M 1.23% 20
2022
Q2 		$15.5M Buy
81,981
+374
+0.5% +$76.8K 1.34% 18
2022
Q1 		$18.6M Buy
81,607
+1,971
+2% +$443K 1.44% 16
2021
Q4 		$19.2M Sell
79,636
-1,475
-2% -$348K 1.45% 12
2021
Q3 		$18M Buy
81,111
+3,455
+4% +$788K 1.47% 14
2021
Q2 		$17.3M Buy
77,656
+1,629
+2% +$354K 1.41% 13
2021
Q1 		$15.7M Sell
76,027
-2,852
-4% -$577K 1.38% 13
2020
Q4 		$15.4M Sell
78,879
-8,748
-10% -$1.6M 1.42% 13
2020
Q3 		$14.9M Sell
87,627
-2,733
-3% -$460K 1.5% 13
2020
Q2 		$14.1M Sell
90,360
-4,171
-4% -$615K 1.52% 13
2020
Q1 		$12.2M Buy
94,531
+13,973
+17% +$2.16M 1.57% 11
2019
Q4 		$13.2M Buy
80,558
+1,851
+2% +$290K 1.46% 12
2019
Q3 		$11.9M Buy
78,707
+2,389
+3% +$360K 1.43% 11
2019
Q2 		$11.5M Sell
76,318
-1,099
-1% -$162K 1.36% 14
2019
Q1 		$11.2M Sell
77,417
-1,659
-2% -$231K 1.3% 15
2018
Q4 		$10.1M Sell
79,076
-4,684
-6% -$647K 1.31% 14
2018
Q3 		$12.5M Sell
83,760
-3,054
-4% -$449K 1.49% 11
2018
Q2 		$12.2M Sell
86,814
-7,927
-8% -$1.11M 1.51% 13
2018
Q1 		$12.9M Sell
94,741
-5,395
-5% -$756K 1.6% 12
2017
Q4 		$13.7M Sell
100,136
-3,314
-3% -$443K 1.64% 10
2017
Q3 		$13.4M Sell
103,450
-6,272
-6% -$794K 1.66% 11
2017
Q2 		$13.7M Sell
109,722
-2,814
-3% -$347K 1.74% 10
2017
Q1 		$13.7M Sell
112,536
-9,527
-8% -$1.14M 1.77% 10
2016
Q4 		$14.1M Buy
122,063
+119,807
+5,311% +$13.5M 2.17% 8
2016
Q3 		$14K Sell
2,256
-126,283
-98% -$14M 2.11% 9
2016
Q2 		$13.8M Sell
128,539
-13,617
-10% -$1.44M 2.14% 9
2016
Q1 		$14.9M Buy
+142,156
New +$14.1M 2.4% 8

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Sargent Bickham Lagudis's VTI Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.1% in Q4 2022, selling an estimated $164K and leaving 75,766 shares worth $14.5M. The position accounts for 1.19% of the portfolio, ranked #20.

Sargent Bickham Lagudis first reported a position in VTI in Q1 2016 and has held it in 28 quarters since. The position peaked at $19.2M in Q4 2021. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • Sargent Bickham Lagudis held 75,766 shares of Vanguard Total Stock Market ETF worth $14.5M as of Q4 2022.
  • Sargent Bickham Lagudis sold 853 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $164K.
  • Vanguard Total Stock Market ETF made up 1.19% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #20 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Vanguard Total Stock Market ETF position peaked at $19.2M in Q4 2021.
  • 2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.